Already retired
Now that your working years are behind you, it’s time to concentrate on doing the things that bring you happiness, and our expertise can help you do that comfortably and without worry.
Life’s next phase
Whether retirement has just begun or you’ve been work-free for a while, financial advice can address any concerns you might have. Supporting people through later life is our speciality, so you can have total faith that our team will be there for you at every turn.
Do you expect to inherit any wealth?
In retirement, it’s possible you’ll receive a lump sum, perhaps from downsizing your home or an inheritance from your parents. What you do with any lump sum can affect your retirement plans, so it’s worth speaking to financial professionals like us.
How will you spend your retirement pot?
You may not have even thought about what you’ll be doing with your spare time until now, but it’s never too late. Drawing up a bucket list or thinking about the support you want to give to your children can help make retirement planning simpler.
Are you living your life to the full?
It’s common for retirees to worry about running out of money in retirement, but the financial plans we produce for clients often reveal they’ve got more than enough. Our insight will help you reassess your priorities and focus on what truly matters.
Is your pension fund right for you?
Even the savviest of investors can make mistakes with their pension pot, which is why seeking advice is so beneficial. Choose us, and we’ll review your retirement funds and make changes as required, so your money delivers the results you need it to.
Could tax be eroding your funds?
If your retirement money isn’t in an account that’s as tax-efficient as possible, you could be cheating yourself out of a more fulfilling retirement. Work with us, and we’ll use our decades of experience to help you avoid paying more than necessary.
Will you pass your wealth on to others?
Creating generational wealth is an ambition of many retirees, despite the fact that complicated Inheritance Tax rules are little understood. With a little help from our specialists, you’ll be able to build a plan for leaving a truly valuable legacy.
Here’s what else we can help with…
Planning retirement
Passing on wealth
Long-term care
How we work
Sorting out your finances is complicated enough as it is, so when you work with us, you’ll follow a simple, straightforward five-step process.
Our first meeting is all about us getting to know each other and making sure we’re right for you, not just the other way around.
Once you’ve given us in-depth insight into your goals and finances, we can start searching for the most appropriate solutions.
You’ll get a personalised financial plan, prepared by our experienced specialists, which we’ll present to you and explain in full.
If you’re happy to proceed with your bespoke plan and the recommendations made, we’ll put everything into place on your behalf.
Your journey through life may have unexpected twists and turns along the way, but we can offer you financial support at every stage.
Our first meeting is all about us getting to know each other and making sure we’re right for you, not just the other way around.
Once you’ve given us in-depth insight into your goals and finances, we can start searching for the most appropriate solutions.
You’ll get a personalised financial plan, prepared by our experienced specialists, which we’ll present to you and explain in full.
If you’re happy to proceed with your bespoke plan and the recommendations made, we’ll put everything into place on your behalf.
Your journey through life may have unexpected twists and turns along the way, but we can offer you financial support at every stage.
Meet the team
Work with us, and you’ll benefit from years of combined wisdom and a down-to-earth approach that gives you the reassurance you need.
Free personalised retirement report
Getting invaluable insight about your retirement journey only takes five minutes with our handy tool. Just answer a few simple questions to get your personalised retirement report, completely free of charge.
